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Tag: financial advisor

86 results found
episode

Active vs. Passive Investing: Which Works?

In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant…

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episode

Benchmarking Financial Success

Happy New Year! We are starting the year out by giving you a ton of great advice. The theme of…

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episode

Finding Your Place in Life

Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so…

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episode

Code Red

This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key…

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episode

What Financial Pros Aren’t Telling You

This week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Consumer Reports and share…

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episode

Money-Guy Mashup

Everyone is in for a treat this week as we explore the way music relates to your finances. Brian dug…

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episode

Estate Planning 101

Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are…

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episode

Yield! Watch for Dividends

Brian and Bo tackle the challenge of explaining how yield can affect the overall performance of a portfolio. They share…

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episode

When Investing Right Goes Oh So Wrong

With the recent news and market movements, Brian and Bo share with you their views about investing. They look into…

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episode

The 30ish Minute Financial Plan

This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you…

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